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Version:
OaSIS 2025 Version 1.0
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14201.02 – Insurance clerks

Insurance clerks compile, process and maintain insurance information.

Overview

Example job titles

  • Dental claims clerk
  • Employee insurance clerk
  • Senior claims clerk

Core competencies

  • Numeracy to handle numerical data related to premiums, deductibles, claims amounts and other financial aspects of insurance policies
  • Oral Communication: Active Listening and Oral Communication: Oral Comprehension to give full attention to client enquiries and supervisor instructions, ask clarifying questions when needed and interpret policy details and claims information to provide correct responses
  • Near Vision to review detailed documents, including policy information, claims forms and financial records, ensuring that all information is correctly recorded
  • Written Comprehension to process and manage insurance information and ensure that all documentation meets required standards
  • Verbal Ability and Speech Clarity to communicate insurance terms and policies in a way that clients can understand, ensuring that policies and coverage options are well understood
  • Attention to Detail to ensure information is correctly entered, reviewed and maintained, preventing costly mistakes and maintaining the integrity of insurance records
  • Knowledge in Clerical to understand how to manage large volumes of information, maintain organized files, and ensure that all documentation is properly processed

Main duties

This group performs some or all of the following duties:

  • Process enrolments, cancellations, claims transactions, policy changes and premium payments
  • Review insurance applications and verify insurance coverage, premiums paid and other insurance information
  • Calculate insurance premiums, pension benefits and annuity payments
  • Compile and maintain claims data, rates and insurance data and records
  • Answer enquiries and provide information on insurance products, policies and services.

Additional information

  • Progression to supervisory positions is possible with experience.

Similar occupations classified elsewhere

Exclusions:

  • Accounting technicians and bookkeepers (12200)
  • Customer services representatives - financial institutions (64400)
  • Supervisors, finance and insurance office workers (12011)

NOC hierarchy breakdown

NOC version

NOC 2021 Version 1.0

Broad occupational category

1 – Business, finance and administration occupations

TEER

4 – Occupations usually require a secondary school diploma; or several weeks of on-the-job training

Major group

14 – Administrative and financial support and supply chain logistics occupations

Sub-major group

142 – Financial, insurance and related administrative support workers

Minor group

1420 – Financial, insurance and related administrative support workers

Unit group

14201 – Banking, insurance and other financial clerks

Occupational profile

14201.02 – Insurance clerks

O*NET in-it

This page includes information from the O*NET 27.2 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA. Employment and Social Development Canada has modified all or some of this information. USDOL/ETA has not approved, endorsed, or tested these modifications.